Once a collaboration request is accepted, the new client will have to grant you all access permissions to their activities, while you will have to assign one or more managers who will be in charge of following this account through Holded.
Add or remove account managers
In order to access customer data, it is essential that account managers be assigned the role of Account Manager , as long as they are not administrators or owners.
Access Consulting > My portal
Select the client account
In the Account Managers section, click Add
Select the people you want to assign to the account
Click on Confirm
Manage a client's pending activities
1. Access your client's Holded account
Log into your client's account to find out the general status of their business. Depending on your subscription plan and the roles and permissions you have been granted, you may have full or partial access.
Access Consulting > My portal
Select the client account
Click Sign in to account at the top right of your screen
2. Manage income and expenses
Manage your client's purchasing and sales documents pending review and approval.
Access Consulting > My portal
Select the client account
Check how many sales or expense documents are pending review
Access your client's Sales section by clicking on Go to Invoices or Expenses by clicking on the Go to Expenses button
3. Reconcile bank transactions
Check the status of your client's bank accounts or payment gateways and record their payments and receipts.
Access Consulting > My portal
Select the client account
Check how many reconciliations are pending review
Access your client's Banks section by clicking on Go to Banks
4. Review files in Inbox
Organize and convert the receipts of expenses received by your client into purchasing documents.
Access Consulting > My portal
Select the client account
Controls how many scans and files are pending review
Access your client's Inbox section by clicking on Go to Inbox
5. Post entries
Access the accounting accounts and review the entries.
Access Consulting > My portal
Select the client account
Checks the movements are pending posting
Access your client's journal by clicking on Go to Journal
6. Manage new contacts
Check the details of the last contacts created in your client's account.
Access Consulting > My portal
Select the client account
Check how many new contacts have been created in the last 15 days
Access your client's Contacts section by clicking on Go to Contacts